1. Does your advisor personally identify with your investment planning issues and specialize in working with high net worth clients who have portfolios exceeding $1 million dollars? 2. Does your lead independent financial advisor have more than 25 years of experience in the financial industry? 3. Does your advisor have a team of more than […]
Monthly Archives: August 2016
If the past year’s market volatility has left you yearning for some stability and safety, you are not alone. Many of the nation’s top financial advisors are right there with you.
In this special report, we provide complete listings of the top financial advisors in each state. These are the most comprehensive of all the advisor listings we run each year.
Linden Thomas and Company is on a roll. Over the past 12 months, the Charlotte-based investment advisory firm has added over $100 million in assets under management–a significant jump from its previous total of $800 million. As more and more discerning clients flock to the firm, its national rankings continue to accrue. For the past five years, Barron’s has ranked the firm among America’s Top 1,000 Financial Advisors
he primary focus of NABCAP, a nationally registered 501 (c)(3) nonprofit organization, is to serve the needs of investing public by helping identify top wealth managers. NABCAP and it’s Board of Directors created an unaffiliated evaluation process in which 20 categories of practice management are assessed.
Most financial advisors would agree: when it comes to meeting long-term retirement goals, informed planning, open communication, and sound execution are equally critical. But those select few who actually emphasize all three in practice–identifying clients’ goals, managing their expectations, and building tailored portfolios designed to achieve realistic ends–are truly a cut above.
Registered Rep – America’s Top 100 Independent Financial Advisors for 2011
Steve Thomas of Linden Thomas and Company was ranked #12 by Registered Rep in their 2011 list of the Top 100 Independent Advisors for 2010.
Twenty years with big retail investment firms taught Stephen Thomas quite a lot. It taught him about planning portfolios and managing assets. It taught him to not just service clients, but to exceed their expectations. It taught him about many worthwhile practices, products and systems – and a few he could do without. So when Thomas decided to go out on his own, he had a wealth of knowledge on which to base his new venture. He was able to build Linden Thomas & Company into an outstanding firm and, more importantly, an exceptional partner, assessing and addressing the goals and objectives of its clients.